London & Capital Asset Management’s NVIDIA NVDA Stock Holding History

London & Capital Asset Management’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.42M	Buy	32,118 +4,176	+15%	+$859K	0.06%	56
2026 Q1	$4.87M	Sell	27,942 -2,667	-9%	-$489K	0.05%	58
2025 Q4	$5.71M	Buy	30,609 +9,719	+47%	+$1.81M	0.06%	62
2025 Q3	$3.9M	Sell	20,890 -4,762	-19%	-$830K	0.28%	42
2025 Q2	$4.05M	Buy	25,652 +1,791	+8%	+$225K	0.31%	48
2025 Q1	$2.59M	Buy	23,861 +1,978	+9%	+$251K	0.22%	62
2024 Q4	$2.94M	Sell	21,883 -24	-0.1%	-$3.31K	0.25%	55
2024 Q3	$2.66M	Buy	21,907 +97	+0.4%	+$11.5K	0.21%	52
2024 Q2	$2.69M	Buy	+21,810	New	+$2.21M	0.23%	50
2019 Q1	–	Sell	-154,000	Closed	-$514K	–	94
2018 Q4	$514K	Buy	+154,000	New	+$737K	0.08%	63

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

London & Capital Asset Management's NVDA Position: Q2 2026 in Review

London & Capital Asset Management increased its NVIDIA (NVDA) stake by 15% in Q2 2026, buying an estimated $859K and bringing the position to 32,118 shares worth $6.42M. The position accounts for 0.06% of the portfolio, ranked #56.

London & Capital Asset Management first reported a position in NVDA in Q4 2018 and has held it in 10 quarters since. 5,994 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

London & Capital Asset Management held 32,118 shares of NVIDIA worth $6.42M as of Q2 2026.
London & Capital Asset Management bought 4,176 NVIDIA shares in Q2 2026, an estimated $859K.
NVIDIA made up 0.06% of London & Capital Asset Management's portfolio in Q2 2026, its #56 holding.
London & Capital Asset Management first reported a position in NVIDIA in Q4 2018 and has held it in 10 quarters since.
5,994 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.